Private Client Asset Management

Sound Financial Strategies, and David Yurich are pleased to be associated with Connor Clark and Lunn, Private Capital. Connor, Clark & Lunn Financial Group is a multi-boutique asset management firm that provides a broad range of distinct and independently managed investment products and services to Canadian individual and institutional investors through a diverse family of affiliates.

With offerings representing traditional and alternative asset classes, as well as the major investment styles in each asset category, they take the time to understand your needs and focus on creating an investment solution that works for you.

On Wednesday August 12th, 2015, Mr. David Yurich was contacted to provide thoughts, insights, and opinions on the Ontario Retirement Pension Plan. Listen to David and Mr. Jason Turnbull of CBC Up North. Attached is the link to the interview: Click Here: CBC Up North: ORPP Interview Read more

Testimonials

What sets my relationship with Sound Financial Strategies apart from that I had with other financial advisors, is the fact that their approach is an honest approach that focuses on building trust, rather than simply looking at products or solutions. …read more

Marc Sabourin

Dave has taken a personal interest in the overall financial planning and investment management for our family’s needs. He and his team took the time to fully understand our current needs and long term desires in order to establish an effective fi…read more

Bruce and Diana McCullagh

We have had Debbie as our financial advisor for over 10 years. Her professionalism and attention to details speaks volumes for both my wife Carolyn and myself. Debbie is very knowledgeable in her field and keeps us up to date on the latest developm…read more

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.